Key Responsibilities for Regional Tracking and Reporting

Responsibilities include initializing reports for Net Premiums Written (NPW) in the GCCNA region, tracking new business growth, and identifying and sharing retention data to support a strong retention strategy. This also involves tracking the new-business pipeline by collating data into readable reports to understand Key Performance Indicators (KPIs) and tracking new-business submissions by liaising with the Underwriting (UW) and Underwriting Services Group (USG) teams for updates. Quarterly regain and Not Taken Up (NTU) reports are also initiated.

This section focuses on enhancing the F500 report to identify and track clients above $1 million in Gross Premiums Written (GPW) and to understand lost and newly engaged clients, aiming to maximize penetration in the GCCNA region. Additionally, support is provided for onboarding new producers and brokers.

Key tasks include updating all pertinent reports to ensure operational consistency and strategic outcomes for the GCCNA region. This involves constant collaboration with the Financial Planning & Analysis (FP&A) team to provide data and reports for production meetings. Market updates for GCCNA/MEA are maintained by monitoring news, collating industry insights and trends, and sharing them with relevant teams. Periodic data quality audits are performed on CBE International reports with feedback shared, and data cleansing is conducted to ensure accurate local database views of pipeline and actuals. This also includes providing accurate production data for Quarterly Business Reviews (QBRs) and International Client Group (ICG) meetings, and assisting in designing new dashboards related to End of Term (EoT), specific campaigns, and production.

This involves building new reports to identify sales execution behaviors and processes. A crucial part of this responsibility is to encourage and ensure consistent utilization of Salesforce across the GCCNA region.